Dakota Wealth Management buys C2C Wealth

Dakota Wealth Management’s Recent Deal

The specifics of the recent deal remain undisclosed, marking the fourth notable transaction for Dakota Wealth Management since June 1.

Earlier acquisitions encompassed Stillwater Investment Management in June, Jonathan D. Pond LLC in September, and JMG Wealth Management Group in November.

This string of deals underscores Dakota’s active expansion strategy in recent months.

Origin and Growth of Dakota Wealth Management

Established in May 2018 by Louis Delle Valle and Maureen Mackowski, Dakota Wealth Management is committed to fostering enduring wealth and prosperity across generations for its clients and associates.

Since its inception, the firm has experienced organic growth while strategically augmenting its assets under management.

Additionally, it provides counsel on an extra $550 million in client assets.

Louis Delle Valle and client services associate Carol Donnelly are set to join Dakota, while Maureen Mackowski has retired.

Dakota’s Profile and Services

Under the leadership of Peter Raimondi, the company operates as an independent entity, specializing in investment management, wealth and estate planning, as well as comprehensive tax services.

Its client base comprises high-net-worth individuals, families, and institutional entities, offering a comprehensive suite of financial planning, estate, and tax advisory solutions.

Expansive Reach and Presence

Dakota’s geographical footprint has expanded significantly, boasting 14 offices across nine states, a testament to its growing influence and client base throughout multiple regions.